World Gold Trust
GLDM- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001618181
No open-market purchases or sales by World Gold Trust insiders were filed in the last 90 days; 922 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q2 2024
Institutional positions in World Gold Trust as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 406
- +36 vs. Q1 2024
- Shares held
- 93.6M
- −3.17M (−3.3%) vs. Q1 2024
- Total value
- $4.20B
- −$57.2M (−1.3%) vs. Q1 2024
- New holders
- 59
- 155 more added
- Sold out
- 23
- 130 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 922 | $14.3B |
| Q1 2026 | 913 | $15.1B |
| Q4 2025 | 877 | $13.9B |
| Q3 2025 | 754 | $11.7B |
| Q2 2025 | 702 | $9.15B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.84B |
| Q3 2024 | 465 | $5.94B |
| Q2 2024 | 406 | $4.20B |
| Q1 2024 | 375 | $4.28B |
| Q4 2023 | 374 | $3.83B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.82B |
| Q4 2022 | 275 | $3.19B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.09B |
| Q1 2022 | 240 | $2.49B |
| Q4 2021 | 258 | $2.84B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.80B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truist Financial Corp | 111,462 | $5.14M | 0.01% | +30,319+37.4% | Added |
| Chatham Capital Group, Inc. | 111,436 | $5.14M | 0.90% | +16,476+17.4% | Added |
| Stapp Wealth Management, PLLC | 110,629 | $5.10M | 8.84% | −2,165−1.9% | Reduced |
| Archford Capital Strategies, LLC | 109,622 | $5.05M | 0.82% | +1,620+1.5% | Added |
| Accretive Wealth Partners, LLC | 109,484 | $5.05M | 2.11% | −295−0.3% | Reduced |
| Beaumont Financial Advisors, LLC | 108,036 | $4.98M | 0.40% | +108,036 | New |
| Zhang Financial LLC | 107,067 | $4.93M | 0.35% | +2,493+2.4% | Added |
| Avantax Advisory Services, Inc. | 106,876 | $4.93M | 0.04% | +6,206+6.2% | Added |
| Financial Enhancement Group LLC | 101,167 | $4.90M | 0.79% | −1,525−1.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 105,994 | $4.89M | 1.75% | +3,105+3.0% | Added |
| Money Concepts Capital Corp | 101,664 | $4.69M | 0.39% | −75,687−42.7% | Reduced |
| Plum Street Advisors, LLC | 101,002 | $4.66M | 2.72% | −2,938−2.8% | Reduced |
| Alliance Wealth Advisors, LLC | 99,888 | $4.60M | 1.35% | +41,660+71.5% | Added |
| American Trust | 97,781 | $4.51M | 0.37% | −7,065−6.7% | Reduced |
| Integrity Wealth Solutions LLC | 97,367 | $4.49M | 2.92% | +643+0.7% | Added |
| Inspirion Wealth Advisors, LLC | 95,792 | $4.42M | 0.68% | +440.0% | Added |
| Stratos Wealth Advisors, LLC | 92,715 | $4.27M | 0.21% | +92,715 | New |
| MML Investors Services, LLC | 90,877 | $4.19M | 0.02% | +3,553+4.1% | Added |
| Sanctuary Advisors, LLC | 87,188 | $4.04M | 0.03% | +87,188 | New |
| Portside Wealth Group, LLC | 87,394 | $4.03M | 0.77% | +18,722+27.3% | Added |
| Abbrea Capital, LLC | 85,259 | $3.93M | 0.52% | +1,790+2.1% | Added |
| Encompass More Asset Management | 85,062 | $3.92M | 2.80% | +6,568+8.4% | Added |
| Fortis Advisors, LLC | 84,624 | $3.90M | 2.75% | −1,065−1.2% | Reduced |
| Purus Wealth Management, LLC | 84,505 | $3.89M | 1.72% | +1,294+1.6% | Added |
| NDVR, Inc. | 82,736 | $3.81M | 3.97% | −17,000−17.0% | Reduced |
| Mariner, LLC | 82,406 | $3.80M | 0.01% | −4,372−5.0% | Reduced |
| Atria Wealth Solutions, Inc. | 81,445 | $3.75M | 0.04% | +14,596+21.8% | Added |
| Colony Group, LLC | 81,401 | $3.75M | 0.01% | +4,907+6.4% | Added |
| Janney Montgomery Scott LLC | 78,812 | $3.63M | 0.01% | −4,364−5.2% | Reduced |
| Aptus Capital Advisors, LLC | 77,261 | $3.56M | 0.07% | −6,033−7.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 76,887 | $3.54M | 0.76% | −16,107−17.3% | Reduced |
| Financial Guidance Group, Inc. | 75,740 | $3.49M | 2.14% | −5,523−6.8% | Reduced |
| Comerica Bank | 75,463 | $3.48M | 0.01% | +39,204+108.1% | Added |
| Benjamin Edwards Inc | 75,209 | $3.47M | 0.67% | −8,539−10.2% | Reduced |
| Evercore Wealth Management, LLC | 74,635 | $3.44M | 0.05% | +2,593+3.6% | Added |
| Catalyst Capital Advisors LLC | 73,500 | $3.39M | 0.08% | 00.0% | Unchanged |
| Upper Left Wealth Management, LLC | 72,741 | $3.35M | 3.04% | −1,521−2.0% | Reduced |
| E Fund Management Co., Ltd. | 72,026 | $3.32M | 0.18% | −3,393−4.5% | Reduced |
| Brookstone Capital Management | 67,892 | $3.31M | 0.05% | +4,744+7.5% | Added |
| China Universal Asset Management Co., Ltd. | 71,700 | $3.30M | 0.47% | +3,500+5.1% | Added |
| Wealthcare Advisory Partners LLC | 70,953 | $3.27M | 0.10% | +604+0.9% | Added |
| Team Financial Group, LLC | 69,521 | $3.20M | 2.06% | +1,657+2.4% | Added |
| Lodestar Private Asset Management LLC | 69,063 | $3.18M | 0.44% | +1,613+2.4% | Added |
| BKD Wealth Advisors, LLC | 68,395 | $3.15M | 0.08% | +716+1.1% | Added |
| Advisory Alpha, LLC | 68,197 | $3.15M | 0.12% | +68,197 | New |
| Prime Capital Investment Advisors, LLC | 67,402 | $3.11M | 0.05% | −2,108−3.0% | Reduced |
| AE Wealth Management LLC | 66,795 | $3.08M | 0.03% | +7,552+12.7% | Added |
| Marble Harbor Investment Counsel, LLC | 66,525 | $3.07M | 0.36% | −1,000−1.5% | Reduced |
| Franklin Resources Inc | 64,122 | $2.96M | 0.00% | −2,085−3.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 62,646 | $2.89M | 0.01% | +106+0.2% | Added |
| Lynx Investment Advisory | 62,601 | $2.89M | 2.14% | +62,601 | New |
| Pineridge Advisors LLC | 62,336 | $2.87M | 0.98% | −520,269−89.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 61,390 | $2.83M | 0.71% | −3,665−5.6% | Reduced |
| Kraematon Investment Advisors, Inc | 61,036 | $2.81M | 2.86% | +440+0.7% | Added |
| TD Waterhouse Canada Inc. | 60,634 | $2.81M | 0.03% | −10,921−15.3% | Reduced |
| Bright Financial Advisors, Inc. | 59,621 | $2.75M | 1.94% | +604+1.0% | Added |
| Wallace Advisory Group, LLC | 59,148 | $2.73M | 1.96% | +29,242+97.8% | Added |
| Capstone Wealth Management Group, LLC | 58,632 | $2.70M | 1.77% | +1,094+1.9% | Added |
| Integrated Advisors Network LLC | 58,384 | $2.69M | 0.14% | −7,103−10.8% | Reduced |
| Cabot Wealth Management Inc | 57,612 | $2.66M | 0.35% | +1,509+2.7% | Added |
| Prosperity Consulting Group, LLC | 55,559 | $2.56M | 0.35% | −1,299−2.3% | Reduced |
| Baker Ellis Asset Management LLC | 55,050 | $2.54M | 0.38% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 53,505 | $2.47M | 1.56% | −2,827−5.0% | Reduced |
| Copperwynd Financial, LLC | 50,770 | $2.47M | 0.81% | +506+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 53,400 | $2.46M | 0.01% | −1,092,864−95.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 52,290 | $2.41M | 0.99% | −24,140−31.6% | Reduced |
| Financial Sense Advisors, Inc. | 50,620 | $2.33M | 0.74% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 50,392 | $2.32M | 0.10% | −4,301−7.9% | Reduced |
| Q3 Asset Management | 48,899 | $2.25M | 0.51% | +48,899 | New |
| RSM US Wealth Management LLC | 48,616 | $2.25M | 0.04% | −2,447−4.8% | Reduced |
| Farther Finance Advisors, LLC | 47,659 | $2.20M | 0.11% | +11,896+33.3% | Added |
| IFP Advisors, Inc | 47,775 | $2.20M | 0.09% | −1,663−3.4% | Reduced |
| GWM Advisors LLC | 47,201 | $2.18M | 0.02% | +46,183+4,536.6% | Added |
| Mills Wealth Advisors LLC | 45,221 | $2.08M | 1.49% | +985+2.2% | Added |
| Flagship Harbor Advisors, LLC | 45,102 | $2.08M | 0.12% | +25,460+129.6% | Added |
| Main Street Financial Solutions, LLC | 44,267 | $2.04M | 0.19% | +22,007+98.9% | Added |
| Essex Financial Services, Inc. | 41,682 | $2.00M | 0.15% | +9,024+27.6% | Added |
| Vicus Capital | 43,237 | $1.99M | 0.18% | +43,237 | New |
| Scotia Capital Inc. | 42,901 | $1.98M | 0.01% | +188+0.4% | Added |
| Jacobi Capital Management LLC | 42,683 | $1.97M | 0.17% | −1,675−3.8% | Reduced |
| One Charles Private Wealth Services, LLC | 42,488 | $1.96M | 0.81% | +4,306+11.3% | Added |
| Creative Planning | 42,039 | $1.94M | 0.00% | +2,400+6.1% | Added |
| Ci Investments Inc. | 41,534 | $1.91M | 0.01% | −9,000−17.8% | Reduced |
| Lam Group, Inc. | 41,220 | $1.90M | 1.60% | +8,835+27.3% | Added |
| Steward Partners Investment Advisory, LLC | 39,240 | $1.81M | 0.02% | +2,339+6.3% | Added |
| Petix & Botte Co | 39,228 | $1.81M | 0.51% | +19,873+102.7% | Added |
| Bridgewater Advisors Inc. | 38,553 | $1.80M | 0.22% | 00.0% | Unchanged |
| Principal Financial Group Inc | 38,680 | $1.78M | 0.00% | +6,949+21.9% | Added |
| WFA of San Diego, LLC | 37,002 | $1.71M | 1.53% | +37,002 | New |
| Beacon Pointe Advisors, LLC | 36,373 | $1.68M | 0.02% | −1,477−3.9% | Reduced |
| Visionary Wealth Advisors | 36,238 | $1.67M | 0.11% | −5,129−12.4% | Reduced |
| Nomura Asset Management Co Ltd | 36,000 | $1.66M | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 35,821 | $1.65M | 0.04% | +35,821 | New |
| Vermillion & White Wealth Management Group, LLC | 35,763 | $1.65M | 1.24% | +846+2.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 34,200 | $1.58M | 0.37% | +1,678+5.2% | Added |
| Merit Financial Group, LLC | 33,599 | $1.55M | 0.03% | −28−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 33,161 | $1.53M | 0.12% | +18,973+133.7% | Added |
| Gradient Capital Advisors, LLC | 32,968 | $1.52M | 0.54% | −265−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 32,927 | $1.52M | 0.03% | +3,311+11.2% | Added |
| Tokio Marine Asset Management Co Ltd | 30,500 | $1.41M | 0.07% | −33,300−52.2% | Reduced |